Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45K Hold
15
﹤0.01% 479
2025
Q1
$1.59K Buy
15
+5
+50% +$529 ﹤0.01% 426
2024
Q4
$1.12K Buy
10
+5
+100% +$558 ﹤0.01% 453
2024
Q3
$639 Hold
5
﹤0.01% 524
2024
Q2
$524 Buy
+5
New +$524 ﹤0.01% 519
2022
Q1
Sell
-1,249
Closed -$251K 601
2021
Q4
$251K Buy
+1,249
New +$251K 0.08% 180
2021
Q2
Sell
-4,998
Closed -$641K 457
2021
Q1
$641K Buy
4,998
+1,822
+57% +$234K 0.25% 141
2020
Q4
$456K Buy
+3,176
New +$456K 0.19% 136